No waiting for someone at the carrier to answer phone, no need to look up website ID and password, no need to navigate carrier website!

• Access the customer’s file in your agency management system
• Select the policy
• Click the Real-Time Button
• Select the transaction type
• The system automatically logs into carrier's website and displays the information you have requested
• An activity/transaction is automatically generated in most systems

No need to look up website ID and password! The system automatically logs into carrier's system!

• Click the Real-Time Button
• Select the “carrier” website link
• Select your carrier

No need to look-up website ID and password! No need to re-key data!

• Access the customer’s file in your agency management system
• Select the policy
• Click the Real-Time Button
• Select the transaction type
• The system automatically logs into carrier's website
• Complete the change on the carrier website
• An activity/transaction is automatically generated in most systems
• Agency system updated by download

No need to look up website ID and password! No need to re-key data!

• Access the customer’s file in your agency management system.
• Complete an application in the agency management system
• Click the Real-Time Button
• Select the rating transaction and the carrier(s)
• The quote(s) will be returned directly to the agency management system.
• An activity/transaction is automatically generated in most systems

No need to look up website ID and password! No need to re-key data!

• Complete application information in the Comparative Rater
• Select the carriers to quote
• Click the Real-Time Button
• The quotes will be returned to Comparative Rater comparison page
• Select carrier you want to place the policy with
• Click the option to launch carrier website and complete the application printing and/or policy issue process on their site.
• Download policy information into agency management system

No need to look up website ID and password! No need to re-key data!

• Access the customer’s file in your agency management system.
• Complete an application in the agency management system vClick the Real-Time/Bridge Button
• Select the rating transaction and the carrier(s)
• Launches the carrier's website and pre-fills the information from the agency management system.
• The carrier website then prompts the agent for additional information to complete the quote.
• An activity/transaction is automatically generated in most systems

No need to look up website ID and password! No need to re-key data!

• Follow the steps related to real-time rating to secure the rate
• If the rate is acceptable, you will follow one of these four Issue workflows depending upon the particular system and carrier:
  (1) hit the Issue button on the transaction results screen in the agency management system and the Policy number is returned from the carrier and populated in the agency management system;
  (2) Issue from the carrier website;
  (3) On the Comparative Rating Quote Page, select the carrier to issue policy and click on the option to launch the carrier website; or (4) upload application to carrier via batch upload overnight (not Real Time)
• An activity/transaction is automatically generated in your system

No need to look up website ID and password! No need to re-key data! No more faxing loss notices!

• Access the customer from your agency management system
• Complete a loss notice in the agency management system
• Click the Real-Time Button
• Select the claim and transaction type
• The claim is uploaded to the carrier and returns a claim number to the claim detail screen in the agency management system
• An activity/transaction is automatically generated in your system

Carrier-initiated secure electronic messages automatically retrieved by the agency management system and assigned to the appropriate user without the agency having to access it from the carrier website!

• Agency sets preferences in the agency management system as to where particular types of messages are sent within the agency
• Messages appear in the appropriate user activity list or policy/customer activity log for handling